We provide a very flexible approach in the way we assist executors meet their obligations. We tailor our services to the individual requirements of the client since we are fully aware that each one needs a different level of support in difficult circumstances.
We provide you with professional support while you deal with the probate process yourself. Our involvement will include providing guidance, answering questions, checking forms, etc. Our rates are £250 + VAT per hour for this work.
2. Preparation and Submission of the Inheritance Tax Return and Completion of the Probate Application
We will prepare and submit the Inheritance Tax (IHT) return and supporting schedules to HMRC, claim exemptions and reliefs, calculate the IHT liability, prepare and submit the application for probate and draft the statement of truth for you to sign. You are responsible for obtaining the values of all assets and details of all liabilities for us to enter on the return and any other information required for the probate application. We will also deal with any queries raised by HMRC or the probate office prior to obtaining the Grant of Probate. Our costs depend on a number of factors including the size of the estate, the number of different assets, if the estate is transferred to a surviving spouse and the complexity (e.g. where there are trusts, gifts prior to death, etc). Our rates start from £3,500 + VAT.
3. Full Administration of the Estate
In addition to the work in option 2 we will obtain valuations of all assets and liabilities including shares, bank accounts, property, investments, etc. Once probate is granted we will arrange for assets to be transferred in to your name or sold, liabilities to be settled, payments made to any beneficiaries and estate tax returns and accounts to be prepared as necessary. Again costs depend on the above factors but for a standard estate they start at £8,000 + VAT although for more complex estates, and those where there are substantial numbers of individual investments to be transferred or sold, the costs can be significantly higher.
For further information on Ward Williams Probate Service and/or advice on dealing with an estate please contact our probate team on firstname.lastname@example.org
Ward Williams was much more sympathetic to my circumstances. There was much more opportunity for me to ask for help when needed, and there was far less jargon in the information that they sent me.Clare Francis - Probate Client
Probate can be a very detailed procedure, as I knew from personal experience. But Ward Williams made the whole thing less daunting. They were very reassuring and clear about everything. Keeping us informed and letting us know we could ask for advice whenever we wanted.Sam Crossby - Probate Client
When taking on my fathers probate, the solicitor didn't explain that there were a number of things we could have done ourselves; in contrast, Ward Williams were clear from the start about the different options available to us and the associated costs of these options.Clare Francis - Probate Client
We felt we were always able to ask questions that we had or pop in for a meeting. We felt well looked after all the way through and it was very comforting to know that we had a professional firm to take the anxiety out of the process for us.Sam Crossby - Probate Client
The relationship in dealing with my parents tax has come to an end but the fact we are going to ask them to handle the trust speaks volumes about how we feel they dealt with the probate.Clare Francis - Probate Client
Ward Williams simply told us that they could provide the service, explaining what they could do if we wanted them to. Their approach was far more human, and much more appropriate to the circumstances.Sam Crossby - Probate Client
Personal relationships count for a lot in these circumstances and our relationship with Ward Williams is excellent.Clare Francis - Probate Client
Ward Williams were financial advisers to both parents and after my father died they continued to look after my mother's financial affairs. Because of that good understanding we felt they would be best placed to provide the expertise needed to see probate through and would handle everything in-house. The long-term relationship meant that we already had a high level of trust in them.Sam Crossby - Probate Client
We are always pleased to talk and discuss on a no obligation basis how we might assist.